Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HEAL 4.56%
2 EDOC 3.52%
3 BKIV 3.35%
4 XHE 2.49%
5 GDOC 2.24%
6 HTEC 2.23%
7 EKG 1.45%
8 ROBO 1.36%
9 FRTY 1.33%
10 KOMP 1.14%
11 SCDS 1.06%
12 LGHT 0.98%
13 FMED 0.79%
14 MEDI 0.78%
15 MMSC 0.74%
16 HART 0.72%
17 FYC 0.64%
18 BTEC 0.54%
19 IHI 0.51%
20 PSC 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.11M (9.86%) -28.18K
Decreased by -0.91%
Mar 31, 25
2 Sands Capital Management, LLC 3.02M (9.56%) -160.50K
Decreased by -5.32%
Mar 31, 25
3 Artisan Partners Limited Partnership 2.81M (8.92%) 51.55K
Increased by +1.83%
Mar 31, 25
4 BlackRock Inc 2.70M (8.57%) -25.51K
Decreased by -0.94%
Mar 31, 25
5 Capital Research Global Investors 2.20M (6.98%) 565.60K
Increased by +25.68%
Mar 31, 25
6 AllianceBernstein L.P. 1.21M (3.84%) -55.42K
Decreased by -4.57%
Sep 30, 24
7 Mackenzie Investments 1.16M (3.67%) -1.61M
Decreased by -139.10%
Mar 31, 25
8 Holocene Advisors, LP 1.04M (3.31%) 124.02K
Increased by +11.89%
Jun 30, 24
9 State Street Corp 917.69K (2.91%) -31.09K
Decreased by -3.39%
Mar 31, 25
10 UBS Asset Mgmt Americas Inc 903.08K (2.86%) 568.26K
Increased by +62.92%
Mar 31, 25
11 BNP Paribas Investment Partners SA 879.82K (2.79%) -20.30K
Decreased by -2.31%
Mar 31, 25
12 Champlain Investment Partners, LLC 822.79K (2.61%) 96.53K
Increased by +11.73%
Mar 31, 25
13 Blair William & Co 790.00K (2.51%) 185.26K
Increased by +23.45%
Mar 31, 25
14 LTS One Management LP 774.75K (2.46%) -130.25K
Decreased by -16.81%
Sep 30, 23
15 State Street Corporation 769.23K (2.44%) -8.29K
Decreased by -1.08%
Mar 31, 24
16 Geode Capital Management, LLC 750.37K (2.38%) 18.90K
Increased by +2.52%
Mar 31, 25
17 Eventide Asset Management, LLC 740.06K (2.35%) 652.00
Increased by +0.09%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 709.01K (2.25%) 338.82K
Increased by +47.79%
Jun 30, 24
19 Amvescap Plc. 685.72K (2.17%) 101.72K
Increased by +14.83%
Jun 30, 24
20 Westfield Capital Management Company, L.P. 617.08K (1.96%) -148.18K
Decreased by -24.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.75M (8.71%) -179.16K
Decreased by -6.52%
Mar 31, 25
2 American Funds SMALLCAP World A 1.49M (4.74%) 573.30K
Increased by +38.38%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.01M (3.20%) 68.62K
Increased by +6.81%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.00M (3.19%) 12.06K
Increased by +1.20%
Apr 30, 25
5 Canada Life US Small-Mid Cap Growth A 1.00M (3.18%) -41.02K
Decreased by -4.09%
Jan 31, 25
6 Canada Life US Small-Mid Cap Growth F 929.43K (2.95%) -72.69K
Decreased by -7.82%
Feb 28, 25
7 Vanguard Small Cap Index 788.49K (2.50%) 4.18K
Increased by +0.53%
Apr 30, 25
8 iShares Russell 2000 ETF 771.78K (2.45%) 130.00
Increased by +0.02%
Apr 30, 25
9 Artisan Mid Cap Investor 651.47K (2.07%) 28.51K
Increased by +4.38%
Mar 31, 25
10 Artisan U.S. Mid-Cap Growth 651.47K (2.07%) 28.51K
Increased by +4.38%
Mar 31, 25
11 Sands Capital Global Growth A USD Acc 629.33K (2.00%) -50.32K
Decreased by -8.00%
Mar 31, 25
12 American Funds New Economy A 625.22K (1.98%) -2.34K
Decreased by -0.37%
Mar 31, 25
13 Capital Group New Economy Comp 625.22K (1.98%) -2.34K
Decreased by -0.37%
Mar 31, 25
14 Champlain Small Company Fund, LLC 554.08K (1.76%) -13.13K
Decreased by -2.37%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 483.38K (1.53%) 3.25K
Increased by +0.67%
Apr 30, 25
16 Eventide Gilead N 464.25K (1.47%) 1.69K
Increased by +0.36%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 439.14K (1.39%) -825.00
Decreased by -0.19%
Apr 30, 25
18 Bridge Builder Small/Mid Cap Growth 426.66K (1.35%) -6.79K
Decreased by -1.59%
Apr 30, 25
19 JPM Global Healthcare C (acc) USD 419.61K (1.33%) 0.00
Increased by 0.00%
Jan 31, 24
20 CS (Lux) Digital Health Equity SB USD 415.00K (1.32%) 0.00
Increased by 0.00%
Feb 29, 24